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Simplicity Wealth’s National Fuel Gas NFG Stock Holding History

Simplicity Wealth’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Buy
+4,220
New +$349K 0.01% 802
2024
Q3 		– Sell
-61,558
Closed -$3.34M – 959
2024
Q2 		$3.34M Buy
61,558
+1,532
+3% +$84K 0.08% 252
2024
Q1 		$3.22M Buy
+60,026
New +$2.97M 0.08% 260

Other funds holding NFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's NFG Position: Q2 2026 in Review

Simplicity Wealth opened a new position in National Fuel Gas (NFG) in Q2 2026: 4,220 shares worth $326K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in NFG as recently as Q2 2024.

Simplicity Wealth first reported a position in NFG in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.34M in Q2 2024. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Simplicity Wealth held 4,220 shares of National Fuel Gas worth $326K as of Q2 2026.
  • National Fuel Gas was a new Simplicity Wealth position in Q2 2026.
  • National Fuel Gas made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #802 holding.
  • Simplicity Wealth first reported a position in National Fuel Gas in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's National Fuel Gas position peaked at $3.34M in Q2 2024.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.